HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 AKAMAI TECHNOLOGIES INC |
400,900 | -112,171 | $47,447 |
| AKAM | 400,900 | -52,671 | $47,447 |
| AMAZON COM INC |
222,899 | +222,899 | $33,867 |
| AMZN | 222,899 | +222,899 | $33,867 |
| FLEX LTD |
1,010,097 | +803,884 | $30,768 |
| FLEX | 1,010,097 | +803,884 | $30,768 |
 INTEL CORP |
$26,165 | ||
| INTC | 420,690 | +420,690 | $21,140 |
| Call | 100,000 | +100,000 | $5,025 |
| PINTEREST INC |
680,083 | +24,253 | $25,190 |
| PINS | 680,083 | +24,253 | $25,190 |
| CONFLUENT INC |
966,589 | +966,589 | $22,618 |
| CFLT | 966,589 | +966,589 | $22,618 |
| SPOTIFY TECHNOLOGY S A |
110,823 | +21,062 | $20,825 |
| SPOT | 110,823 | +21,062 | $20,825 |
| ETSY INC |
183,301 | +183,301 | $14,857 |
| ETSY | 183,301 | +183,301 | $14,857 |
| WARNER MUSIC GROUP CORP |
335,403 | -275,704 | $12,004 |
| WMG | 335,403 | -275,704 | $12,004 |
| HASBRO INC |
224,696 | +171,241 | $11,473 |
| HAS | 224,696 | +171,241 | $11,473 |
| EVERBRIDGE INC |
412,148 | +412,148 | $10,019 |
| EVBG | 412,148 | +412,148 | $10,019 |
| NVIDIA CORPORATION |
15,601 | +15,601 | $7,726 |
| NVDA | 15,601 | +15,601 | $7,726 |
| TRIPADVISOR INC |
325,164 | +325,164 | $7,001 |
| TRIP | 325,164 | +325,164 | $7,001 |
| WORKDAY INC |
21,575 | +21,575 | $5,956 |
| WDAY | 21,575 | +21,575 | $5,956 |
| ZOOM VIDEO COMMUNICATIONS IN |
79,466 | +79,466 | $5,714 |
| ZM | 79,466 | +79,466 | $5,714 |
| SPROUT SOCIAL INC |
92,101 | +92,101 | $5,659 |
| SPT | 92,101 | +92,101 | $5,659 |
| OUTFRONT MEDIA INC |
402,883 | +402,883 | $5,624 |
| OUT | 402,883 | +402,883 | $5,624 |
| PTC INC |
31,935 | +31,935 | $5,587 |
| PTC | 31,935 | +31,935 | $5,587 |
| SNOWFLAKE INC |
21,000 | -2,000 | $4,179 |
| SNOW | 21,000 | -2,000 | $4,179 |
| WEAVE COMMUNICATIONS INC |
341,450 | +341,450 | $3,916 |
| WEAV | 341,450 | +341,450 | $3,916 |
| WESTERN DIGITAL CORP. |
72,821 | -202,314 | $3,814 |
| WDC | 72,821 | -202,314 | $3,814 |
| ALIBABA GROUP HLDG LTD |
49,130 | +49,130 | $3,808 |
| BABA | 49,130 | +49,130 | $3,808 |
| DIGITAL TURBINE INC |
552,106 | +8,116 | $3,787 |
| APPS | 552,106 | +8,116 | $3,787 |
| ELASTIC N V |
31,809 | -32,654 | $3,585 |
| ESTC | 31,809 | -32,654 | $3,585 |
| ROBLOX CORP |
78,385 | +78,385 | $3,584 |
| RBLX | 78,385 | +78,385 | $3,584 |
| MATCH GROUP INC NEW |
98,092 | +98,092 | $3,580 |
| MTCH | 98,092 | +98,092 | $3,580 |
| RINGCENTRAL INC |
105,029 | +105,029 | $3,566 |
| RNG | 105,029 | +105,029 | $3,566 |
| WAYFAIR INC |
56,245 | +56,245 | $3,470 |
| W | 56,245 | +56,245 | $3,470 |
| PURECYCLE TECHNOLOGIES INC |
$3,320 | ||
| Call | 597,200 | +597,200 | $2,419 |
| PCT | 222,433 | -60,320 | $901 |
| NAVITAS SEMICONDUCTOR CORP |
403,055 | +403,055 | $3,253 |
| NVTS | 403,055 | +403,055 | $3,253 |
| SEMTECH CORP |
132,534 | -695,791 | $2,904 |
| SMTC | 132,534 | -695,791 | $2,904 |
| SBA COMMUNICATIONS CORP NEW |
10,646 | +10,646 | $2,701 |
| SBAC | 10,646 | +10,646 | $2,701 |
| FLOOR & DECOR HLDGS INC |
24,000 | +24,000 | $2,677 |
| FND | 24,000 | +24,000 | $2,677 |
| CROWN CASTLE INC |
23,149 | +23,149 | $2,667 |
| CCI | 23,149 | +23,149 | $2,667 |
| FRESHWORKS INC |
113,278 | +113,278 | $2,661 |
| FRSH | 113,278 | +113,278 | $2,661 |
| LYFT INC |
175,886 | +22,278 | $2,637 |
| LYFT | 175,886 | +22,278 | $2,637 |
| SUNRUN INC |
134,161 | +134,161 | $2,634 |
| RUN | 134,161 | +134,161 | $2,634 |
| DOMINOS PIZZA INC |
6,200 | -45,486 | $2,556 |
| DPZ | 6,200 | -45,486 | $2,556 |
| MAPLEBEAR INC |
106,606 | +106,606 | $2,502 |
| CART | 106,606 | +106,606 | $2,502 |
| PRIMORIS SVCS CORP |
68,810 | -253,020 | $2,285 |
| PRIM | 68,810 | -253,020 | $2,285 |
| PROCORE TECHNOLOGIES INC |
30,939 | +30,939 | $2,142 |
| PCOR | 30,939 | +30,939 | $2,142 |
| DISNEY WALT CO |
22,725 | +22,725 | $2,052 |
| DIS | 22,725 | +22,725 | $2,052 |
| DATADOG INC |
16,774 | -82,226 | $2,036 |
| DDOG | 16,774 | -82,226 | $2,036 |
| ENOVIX CORPORATION |
151,771 | +151,771 | $1,900 |
| ENVX | 151,771 | +151,771 | $1,900 |
| SEA LTD |
45,909 | +45,909 | $1,859 |
| SE | 45,909 | +45,909 | $1,859 |
| PDF SOLUTIONS INC |
57,714 | +57,714 | $1,855 |
| PDFS | 57,714 | +57,714 | $1,855 |
| ZILLOW GROUP INC |
31,800 | +31,800 | $1,804 |
| ZG | 31,800 | +31,800 | $1,804 |
| GENIUS SPORTS LIMITED |
283,661 | +13,595 | $1,753 |
| GENI | 283,661 | +13,595 | $1,753 |
| TRIP COM GROUP LTD |
45,000 | +45,000 | $1,620 |
| TCOM | 45,000 | +45,000 | $1,620 |
| ACV AUCTIONS INC |
99,346 | +99,346 | $1,505 |
| ACVA | 99,346 | +99,346 | $1,505 |
See Full List: All Stocks Held By Nishkama Capital LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Nishkama Capital LLC
|
Size ($ in 1000's)
At 12/31/2023: $519,243 At 09/30/2023: $306,374 Nishkama Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Nishkama Capital LLC 13F filings. Link to 13F filings: SEC filings |
